铜价上涨行情下再迎增储利好。 1月13日晚间，西部矿业（SH601168，股价28.42元，市值677.25亿元）披露公告，其控股子公司西藏玉 龙铜业股份有限公司（以下简称"玉龙铜业"）拥有的玉龙铜矿累计查明资源量新增铜金属131.42万吨， 累计达753.39万吨。 《每日经济新闻》记者注意到，玉龙铜业是西部矿业主要的铜矿生产公司。2024年全年，西部矿业生产 矿产铜17.75万金属吨，同比增长35%。其中，玉龙铜业生产矿产铜15.91万金属吨，当年净利润高达54 亿元。玉龙铜矿是一座超大型斑岩型矿床，以其高品位和先进装备而著称。截至2024年末，铜矿石资源 量8.3亿吨，铜平均品位为0.6%。 紫金矿业也有持股 实际上，玉龙铜业铜矿增储不仅有利于西部矿业，还有利于另一个股东——全球铜矿巨头紫金矿业。 根据紫金矿业去年半年报，公司持有玉龙铜业的股权权益为22.00%。 有意思的是，此次增储不仅利好西部矿业，还将利好持有玉龙铜业22%股权的紫金矿业（SH601899， 股价38.24元，市值1.02万亿元）。紫金矿业则是全球铜矿龙头，市值超万亿元。尽管增储是利好，但西 部矿业仍然有风险提示，玉龙铜矿处于高寒缺 ...

证券日报网讯1月13日，西部矿业（601168）在互动平台回答投资者提问时表示，截至1月9日，公司股 东总户数为12.21万户。 ...

Group 1 - Hangxiao Steel Structure announced that it does not have a "commercial aerospace" business, with its main operations focused on steel structure contracting and related services, and a recent project contributing less than 1% to its 2024 audited revenue [1] - Tianlong Group stated that it has not generated additional revenue from AI tools, which are currently used internally for advertising content creation, and that the overall business operations remain unaffected [1] - Wanxing Technology confirmed that there are no undisclosed significant matters affecting its operations, and its business environment remains stable [2] Group 2 - Yaxing Chemical announced the termination of a share issuance and cash purchase of assets due to market changes and disagreements on asset valuation [2] - Zhejiang Shuculture clarified that its subsidiaries do not engage in GEO business, which has been misreported by media [2] - Luxshare Precision terminated the acquisition of assets from Wintime Technology due to delivery restrictions, with a request for the return of 1.53 billion RMB [3] Group 3 - Jinyu Group reported that its subsidiaries' revenues from specific projects are minimal compared to its overall revenue, with a small contribution from recent contracts [4] - Tongyu Communication highlighted that its stock price has significantly outpaced its fundamentals, indicating potential risks of a price correction [4] - Dongfang Mingzhu noted that the listing process for its investment in Chaoguhuan has uncertainties but currently does not impact its performance [5] Group 4 - Luyin Investment warned of risks associated with its stock price surge, which has increased by 86.92% over the last ten trading days [5] - Puyuan Information stated that its AI software platform is in the early commercialization stage, with limited revenue impact expected [6] - Zhejiang Wenhu Intermediary reported that its GEO business has not yet generated revenue, reflecting uncertainties in market acceptance [6] Group 5 - Xinhua News confirmed that its GEO business lacks a mature profit model and has not generated income [7] - People's Daily stated that it does not engage in GEO business and has not been affected by market rumors [7] - China First Heavy Industries reported minimal involvement in controllable nuclear fusion projects, with no significant revenue generated [8] Group 6 - Xibu Mining announced an increase in copper resources at the Yulong Copper Mine, adding 131.42 million tons of copper metal resources [8] - Jiurui New Materials commenced trial production of a new photoinitiator project, expected to cater to mainstream markets [9] - Tongda Sea indicated that AI-related revenue is low and does not significantly impact overall business performance [10] Group 7 - Zhenai Meijia's stock price has deviated significantly from market indices, prompting caution for investors [11] - Guizhou Moutai approved a new marketing strategy to enhance its sales channels and adapt to consumer demands [12] - Shunhao Co. plans to increase its stake in a subsidiary, reflecting confidence in future business prospects [14] Group 8 - A number of companies, including TCL Technology and Dazhu CNC, forecast significant profit increases for 2025, driven by operational improvements and market demand [19][22] - Long Cable Technology expects a profit increase due to changes in its employee stock plan and market conditions [22] - Jiangsu Electric Power reported a profit increase attributed to higher sales and reduced financial costs [29]

Core Viewpoint - Western Mining Co., Ltd. has announced a profit distribution plan for the first three quarters of 2025, emphasizing its commitment to enhancing shareholder returns and fulfilling social responsibilities [2][3]. Financial Performance - As of September 30, 2025, the company reported a net profit of approximately 2.94 billion yuan (unaudited), with total distributable profits for shareholders amounting to 4.796 billion yuan after accounting for previous dividends [2]. - The company achieved an operating revenue of 48.442 billion yuan, representing a year-on-year increase of 31.90%, and a net profit attributable to shareholders of 2.945 billion yuan, up 7.80% year-on-year [3]. - The net cash flow from operating activities reached 8.810 billion yuan, reflecting an increase of 8.58% compared to the previous year [3]. Dividend Distribution - The company plans to distribute a cash dividend of 0.40 yuan (tax included) for every 10 shares, totaling approximately 95.32 million yuan (tax included) based on a total share capital of 2.383 billion shares [2]. - This dividend distribution aligns with the ongoing trend of encouraging listed companies to return profits to investors through cash dividends, enhancing investor confidence [3]. Strategic Considerations - The company acquired exploration rights for the Chating Copper Polymetallic Mine for 8.60893 billion yuan in October 2025, indicating a strategic investment in future growth [4]. - The management has stated that the dividend plan considers the company's development stage and future funding needs, ensuring that it will not significantly impact operational cash flow or normal business operations [4]. - The stable cash dividend is viewed as a sign of financial health and ample cash flow, which can enhance investor loyalty and reflect the company's commitment to high-quality capital market development [4].

目前，玉龙铜矿拥有铜矿石处理能力2280万吨/年，2025年1-9月，公司生产矿产铜137,670金属吨，其中 玉龙铜业生产矿产铜125,085金属吨。2025年6月23日，玉龙铜业收到西藏自治区发展和改革委员会出具 的《西藏自治区发展和改革委员会关于西藏玉龙铜业股份有限公司玉龙铜矿三期工程项目核准的批复》 (藏发改产业〔2025〕362号)，核准玉龙铜矿三期工程项目，铜矿生产规模将增至3000万吨/年。本次新 增储量能够进一步延长矿山服务年限，促进战略性矿产资源增储上产，为公司可持续发展打牢基础，持 续提升公司盈利能力，巩固并增强公司在有色金属矿产领域的市场竞争力。 格隆汇1月13日丨西部矿业(601168.SH)公布，近日，公司控股子公司西藏玉龙铜业股份有限公司取得西 藏自治区自然资源厅出具的《关于<西藏自治区江达县玉龙矿区铜矿资源储量核实报告>矿产资源储量 评审备案的复函》，根据评审意见，其拥有的玉龙铜矿累计查明资源量新增铜金属资源量131.42万吨， 伴生钼金属资源量10.77万吨，标志着公司矿产资源增储取得阶段性成果，地质找矿取得突破。 ...

格隆汇1月13日｜西部矿业公告，近日，公司控股子公司西藏玉龙铜业股份有限公司取得西藏自治区自 然资源厅出具的《关于<西藏自治区江达县玉龙矿区铜矿资源储量核实报告>矿产资源储量评审备案的 复函》，根据评审意见，其拥有的玉龙铜矿累计查明资源量新增铜金属资源量131.42万吨，伴生钼金属 资源量10.77万吨，标志着公司矿产资源增储取得阶段性成果，地质找矿取得突破。本次勘查备案后， 玉龙铜矿累计查明铜金属资源量753.39万吨，伴生钼金属资源量45.90万吨。 ...

证券代码：601168 证券简称：西部矿业 公告编号：临 2026-004 二、对公司的影响 西部矿业股份有限公司 关于西藏玉龙铜业股份有限公司玉龙铜矿增储取得 进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 近日，公司控股子公司西藏玉龙铜业股份有限公司（以下简称"玉龙铜业"） 取得西藏自治区自然资源厅出具的《关于<西藏自治区江达县玉龙矿区铜矿资源 储量核实报告>矿产资源储量评审备案的复函》，根据评审意见，其拥有的玉龙 铜矿累计查明资源量新增铜金属资源量131.42万吨，伴生钼金属资源量10.77万吨， 标志着公司矿产资源增储取得阶段性成果，地质找矿取得突破。 一、增储情况概述 资源关乎未来，是公司实现可持续发展的基本。近年来，公司积极参与国家 新一轮找矿突破战略行动，集中力量抓资源、强主业，全力在资源增储上提速见 效。玉龙铜业为公司控股子公司，作为公司主力铜矿山，其高品位矿石资源和先 进的装备水平成为公司最大的营收和利润来源。根据西藏自治区自然资源厅出具 的《关于<西藏自治区江达县玉龙矿区铜矿资源储量核实报 ...

格隆汇1月13日丨西部矿业(601168.SH)公布，近日，公司控股子公司西藏玉龙铜业股份有限公司取得西 藏自治区自然资源厅出具的《关于 <西藏自治区江达县玉龙矿区铜矿资源储量核实报告> 矿产资源储量 评审备案的复函》，根据评审意见，其拥有的玉龙铜矿累计查明资源量新增铜金属资源量131.42万吨， 伴生钼金属资源量10.77万吨，标志着公司矿产资源增储取得阶段性成果，地质找矿取得突破。 目前，玉龙铜矿拥有铜矿石处理能力2280万吨/年，2025年1-9月，公司生产矿产铜137,670金属吨，其中 玉龙铜业生产矿产铜125,085金属吨。2025年6月23日，玉龙铜业收到西藏自治区发展和改革委员会出具 的《西藏自治区发展和改革委员会关于西藏玉龙铜业股份有限公司玉龙铜矿三期工程项目核准的批复》 (藏发改产业〔2025〕362号)，核准玉龙铜矿三期工程项目，铜矿生产规模将增至3000万吨/年。本次新 增储量能够进一步延长矿山服务年限，促进战略性矿产资源增储上产，为公司可持续发展打牢基础，持 续提升公司盈利能力，巩固并增强公司在有色金属矿产领域的市场竞争力。 ...

每经AI快讯，1月13日，西部矿业（601168）(601168.SH)公告称，公司控股子公司西藏玉龙铜业股份有 限公司近日取得西藏自治区自然资源厅出具的矿产资源储量评审备案复函，玉龙铜矿累计查明资源量新 增铜金属资源量131.42万吨，伴生钼金属资源量10.77万吨。此次增储将进一步延长矿山服务年限，促进 战略性矿产资源增储上产，为公司可持续发展打牢基础，持续提升公司盈利能力。 ...

西部矿业1月13日公告，近日，公司控股子公司西藏玉龙铜业股份有限公司（简称"玉龙铜业"）取得西 藏自治区自然资源厅出具的《关于矿产资源储量评审备案的复函》，根据评审意见，其拥有的玉龙铜矿 累计查明资源量新增铜金属资源量131.42万吨，伴生钼金属资源量10.77万吨，标志着公司矿产资源增储 取得阶段性成果，地质找矿取得突破。 ...